+1,770.3%
SMCI vs SPXS
-99.6%
+1,869.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.7% | +6.0% |
| 7D | +1.3% | +2.5% | -1.2% | +2.7% |
| 30D | +6.6% | +4.2% | +2.4% | +9.4% |
| 3M | +25.4% | -9.3% | +34.7% | +21.8% |
| 6M | +26.1% | -30.7% | +56.8% | +13.6% |
| YTD | +37.0% | -28.1% | +65.1% | +27.3% |
| 1Y | -8.8% | -35.1% | +26.3% | -17.5% |
| 3Y | +44.6% | -79.6% | +124.2% | -2.5% |
| 5Y | +995.9% | -86.3% | +1,082.2% | +679.4% |
| All | +1,770.3% | -99.6% | +1,869.9% | +450.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SPXS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling